基本資料

投資策略

該基金主要投資目標是資本增值。次要目標為收益。基金將至少投資超過其淨資產的 70%於美國發行商所發行的證券。為增加額外資本或收益或為降低成本或風險，該基金可以符合其投資政策的方式從事證券借貸交易，最高可達其資產淨值的 50%。

基金經理人

• Gupta Aman
• 資歷 0年(2025-03-31 至今)

• Mr. Gupta joined Franklin Templeton Investments in 2010. Mr. Gupta has been a portfolio manager since 2014 and co-lead portfolio manager since 2018. He joined Franklin Templeton Investments in 2010.
  Prior to joining Franklin Templeton Investments, he was a senior equity analyst and director at Evergreen Investments.

• Correa Christian
• 資歷 4年(2020-11-02 至今)

• Christian Correa, CFA is a portfolio manager and director of research for Franklin Mutual Series. Mr. Correa has been a lead or co-lead portfolio manager of the Franklin Mutual Beacon Fund since 2007 and co-lead portfolio manager of the Franklin Mutual Global Discovery Fund since 2018. Prior to joining Franklin Mutual Series in 2003, he worked at Lehman Brothers Holdings Inc. He has more than a decade of investment experience. He holds a B.A. from Claremont McKenna College, an M.A. (economics) from Northwestern Univ. and is a graduate of Harvard Law School.

• Hoefig Grace
• 資歷 4年(2020-11-02 至今)

• Grace Hoefig, Vice President and Portfolio Manager of Franklin Advisory Services. Ms. Hoefig joined Franklin Templeton in February 2008 as a research analyst. She has been in the investment industry for more than 20 years. Prior to joining Franklin Templeton, Ms. Hoefig was a managing director at AXIA Capital Management LLC., and has held senior analyst positions at Heine Securities Co., First Manhattan Co. and Neuberger & Berman.

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